In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
